Difference between revisions of "Add Opportunity"

From docs
Jump to: navigation, search
(→‎What is Add Opportunity?)
(→‎What is Add Opportunity?)
 
(8 intermediate revisions by the same user not shown)
Line 5: Line 5:
 
== What is Add Opportunity? ==
 
== What is Add Opportunity? ==
  
−
Add Opportunities to be tracked as it moves along different sales stages. The [[Current Funnel]] will give a visual representation as an Opportunity moves through different stages.
+
Log in to your CallProof account.
 +
From the main navigation bar, hover over Sales.
 +
Select Funnel View.
 +
The Funnel View page opens.
 +
View the list of opportunities displayed in the sales funnel.
 +
The page displays opportunities organized by their current sales stage.
 +
[[File:FunneIndex.png|250px|thumb|right|Opportunity View]]
  
−
[[File:FunneIndex.png.png|250px|thumb|right|Funnel View]]
+
<div style="clear:both;"></div>
−
'''Navigation:''' '''sales''' → '''Funnel View'''
 
  
−
# Log in to your CallProof account.
+
== Adding an Opportunity ==
−
# From the main navigation bar, hover over '''Sales'''.
+
<div style="float:right; margin:0 0 1em 1em;">
−
# Select '''Funnel View'''.
 
−
# The '''Funnel View''' page opens.
 
−
# View the list of opportunities displayed in the sales funnel.
 
−
# The page displays opportunities organized by their current sales stage.
 
  
 +
{| style="border:0;"
 +
| [[File:OpporunityAdd.png|250px|thumb|Click the Plus icon]]
 +
| [[File:OppAdd.png|250px|thumb|Add Opportunity]]
 +
|}
  
−
[[File:opportunity_add.png|200px|thumb|right|Adding a new Opportunity]]
+
</div>
  
−
== Add Opportunity ==
+
'''Navigation:''' '''People''' → '''Contacts'''
  
−
To create an Opportunity, start by searching contacts. Enter a contact name, company name, or address and click '''Search'''.
+
# Log in to your CallProof account.
−
 
+
# From the main navigation bar, hover over '''People'''.
−
 
+
# Select '''Contacts'''.
−
Under the Search button is a drop down where search results will appear. Select the contact and company that is needed.  
+
# The '''Contacts''' page opens.
−
 
+
# Click the account (or contact) for which you want to create an opportunity.
−
 
+
# The account page opens.
−
Opportunity Type is the label given to the status of the opportunity. These can be customized to meet company needs under [[Opportunity Types]] from the [[Sales]] table of the [[Navigation Bar]].
+
# Click the '''Opportunities''' tab.
−
 
+
# Click the '''Add Opportunity''' button.
−
 
+
# The '''Add Opportunity''' page opens.
−
A value and probability can be added.
+
# Review the '''Account''' field. This field is populated automatically.
−
 
+
# Enter an '''Opportunity Name''', if required.
−
 
+
# Select an '''Opportunity Stage'''.
−
Select the employee that is working the opportunity.
+
# Select an '''Opportunity Type'''.
−
 
+
# If you are a manager, select the '''Rep''' who owns the opportunity.
−
 
+
# Enter the '''Value''' of the opportunity.
−
Add any notes needed.
+
# Enter the '''Probability''' (1–100%), if required.
−
 
+
# Select the '''Close Date'''.
−
 
+
# Enter '''Notes''', if required.
−
Click Save to save the opportunity.
+
# If your company uses the '''People''' tab, select '''Opportunity Personnel''', if required.
 +
# To associate additional accounts with the opportunity, click '''Add More Account'''.
 +
# Complete any custom opportunity fields, if available.
 +
# Click the '''Save''' button.
 +
# A confirmation message appears, and the opportunity is added successfully.
 +
# The new opportunity is available on the '''Opportunities''' tab of the account and under '''Sales''' → '''Opportunities''' and '''Sales''' → '''Current Funnel'''.
 +
<div style="clear:both;"></div>

Latest revision as of 14:29, 14 July 2026

Path: Callproof Support - Website - Sales - Add Opportunity


What is Add Opportunity?

Log in to your CallProof account. From the main navigation bar, hover over Sales. Select Funnel View. The Funnel View page opens. View the list of opportunities displayed in the sales funnel. The page displays opportunities organized by their current sales stage.

Opportunity View

Adding an Opportunity

Click the Plus icon
Add Opportunity

Navigation: People → Contacts

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over People.
  3. Select Contacts.
  4. The Contacts page opens.
  5. Click the account (or contact) for which you want to create an opportunity.
  6. The account page opens.
  7. Click the Opportunities tab.
  8. Click the Add Opportunity button.
  9. The Add Opportunity page opens.
  10. Review the Account field. This field is populated automatically.
  11. Enter an Opportunity Name, if required.
  12. Select an Opportunity Stage.
  13. Select an Opportunity Type.
  14. If you are a manager, select the Rep who owns the opportunity.
  15. Enter the Value of the opportunity.
  16. Enter the Probability (1–100%), if required.
  17. Select the Close Date.
  18. Enter Notes, if required.
  19. If your company uses the People tab, select Opportunity Personnel, if required.
  20. To associate additional accounts with the opportunity, click Add More Account.
  21. Complete any custom opportunity fields, if available.
  22. Click the Save button.
  23. A confirmation message appears, and the opportunity is added successfully.
  24. The new opportunity is available on the Opportunities tab of the account and under Sales → Opportunities and Sales → Current Funnel.
Retrieved from "http://docs.callproof.com/index.php?title=Add_Opportunity&oldid=1226"